Kelley Investments

Overview

Kelley Investments is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm combines fee-based portfolio management (percentage of AUM) with hourly planning work and provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of outside advisers. It also maintains broker-dealer registration activity and insurance brokerage capability, which expands its access to insurance solutions and intermediary-sourced products. Investment activity tilts toward pooled public funds as the primary building blocks of client portfolios, while the firm selectively allocates to third-party managers for alternative exposures. Kelley Investments is not an active ESG investor. The firm’s practice includes discretionary management for most relationships and uses outside specialists when a strategy or vehicle is best sourced externally.

Assets & Accounts

Investments & Alternatives

Location & Offices